See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $162,162 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $74,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,531 | $50,820+129.3% | $155,567-25.1% | $77,671+50.0% |
| Participation rate | 99.7% | 63.1%+36.6pp | 78.2%+21.5pp | 70.6%+29.1pp |
| Annual return | 13.28% | 34.85%-21.6pp | 64.74%-51.5pp | 31.21%-17.9pp |
| Employer contribution / active EE | $4,199 | $1,993+110.7% | $4,674-10.2% | $2,726+54.0% |
| Participant deferral / active EE | $5,175 | $2,823+83.3% | $5,628-8.0% | $4,648+11.3% |
| Admin fee / account holder | $172 | $436-60.6% | $15,916-98.9% | $430-60.0% |